SWP

Stratos Wealth Partners Portfolio holdings

AUM $8.48B
1-Year Est. Return 19.86%
This Quarter Est. Return
1 Year Est. Return
+19.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.25B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,464
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$17.1M
3
+$9.57M
4
AAPL icon
Apple
AAPL
+$6.27M
5
NVDA icon
NVIDIA
NVDA
+$5.67M

Top Sells

1
+$19.4M
2
+$17.6M
3
+$10.5M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$10.1M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$9.68M

Sector Composition

1 Technology 13.12%
2 Consumer Discretionary 4.5%
3 Financials 4.29%
4 Healthcare 4.05%
5 Industrials 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$927K 0.01%
4,851
+15
677
$926K 0.01%
65,876
+53,079
678
$924K 0.01%
16,191
+11,409
679
$921K 0.01%
38,531
-1,651
680
$917K 0.01%
6,020
-828
681
$915K 0.01%
77,957
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682
$915K 0.01%
12,413
+6,977
683
$914K 0.01%
31,883
-4,214
684
$912K 0.01%
9,840
-2,829
685
$911K 0.01%
49,584
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686
$910K 0.01%
9,557
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687
$909K 0.01%
16,569
-1,044
688
$905K 0.01%
29,348
-37
689
$900K 0.01%
23,031
-2,463
690
$900K 0.01%
8,610
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$898K 0.01%
3,397
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692
$897K 0.01%
30,989
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693
$895K 0.01%
11,366
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694
$891K 0.01%
5,976
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695
$888K 0.01%
26,626
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696
$883K 0.01%
9,873
-1,693
697
$880K 0.01%
40,414
-16,043
698
$879K 0.01%
19,791
-4,835
699
$870K 0.01%
4,231
+20
700
$867K 0.01%
13,443
+1,418
26 27
28
29 30